Hubspot Crm — Hubspot 客户关系管理系统（CRM）

Skill HubSpot CRM — USC SYNERGY 描述 USC SYNERGY（中心培训VAE）的HubSpot CRM的完整管理。允许搜索、创建、修改联系人和交易，管理关联，并跟踪商业流程。

配置要求 环境变量：HUBSPOT_ACCESS_TOKEN 默认所有者：Mark IBBOU（ID：32587387）

流程 流程ID 用途 Sales Pipeline 默认 流程 主要 流程 处理潜在客户 859619884 潜在客户资格 销售流程（默认）阶段 ID 预约 安排 appointmentscheduled 合格购买 qualifiedtobuy 演示安排 presentationscheduled 决策者购买 decisionmakerboughtin 合同发送 contractsent 已赢得 closedwon 已丢失 closedlost

重要联系人属性 phone、mobilephone、hs_whatsapp_phone_number — 电话 source — 联系人来源 ref — 内部参考 objet — 请求对象 fonction — 职业功能

可用命令

• 通过电话搜索联系人

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "filterGroups": [{ "filters": [{ "propertyName": "phone", "operator": "EQ", "value": "NUMERO_TEL" }] }], "properties": ["firstname","lastname","email","phone","mobilephone","hs_whatsapp_phone_number","source","ref","objet","fonction"] }' 将NUMERO_TEL替换为国际格式的电话号码（+33...） 如果没有结果，尝试使用mobilephone或hs_whatsapp_phone_number

• 通过电子邮件搜索联系人

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "filterGroups": [{ "filters": [{ "propertyName": "email", "operator": "EQ", "value": "EMAIL_ADDRESS" }] }], "properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"] }'

• 通过姓名搜索联系人

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "filterGroups": [{ "filters": [{ "propertyName": "lastname", "operator": "EQ", "value": "NOM_FAMILLE" }] }], "properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"] }'

• 通过ID获取联系人

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID?properties=firstname,lastname,email,phone,mobilephone,hs_whatsapp_phone_number,source,ref,objet,fonction" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

• 创建新联系人

curl -s "https://api.hubapi.com/crm/v3/objects/contacts" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "properties": { "firstname": "PRENOM", "lastname": "NOM", "email": "EMAIL", "phone": "TELEPHONE", "source": "SOURCE", "hubspot_owner_id": "32587387" } }'

• 更新联系人

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "properties": { "PROPRIETE": "VALEUR" } }'

• 列出联系人的交易

curl -s "https://api.hubapi.com/crm/v4/objects/contacts/CONTACT_ID/associations/deals" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" 获取交易ID，然后使用命令9获取详细信息

• 创建交易

curl -s "https://api.hubapi.com/crm/v3/objects/deals" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "properties": { "dealname": "VAE - NOM_CANDIDAT - DIPLOME", "pipeline": "default", "dealstage": "appointmentscheduled", "amount": "MONTANT", "hubspot_owner_id": "32587387" } }'

• 通过ID获取交易

curl -s "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID?properties=dealname,pipeline,dealstage,amount,closedate,hubspot_owner_id" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

• 更新交易阶段

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "properties": { "dealstage": "STAGE_ID" } }'

• 将联系人关联到交易

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/deals/DEAL_ID/associations/contacts/CONTACT_ID" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":3}]'

• 创建联系人笔记

curl -s "https://api.hubapi.com/crm/v3/objects/notes" \ -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"